MP
MP
Matthew Pruitt
29 Years of Experience
Doylestown, PA
2 DisclosuresBroker
Matthew Pruitt is a registered investment advisor at Raymond James & Associates, INC., based in Doylestown, PA, with 29 years of industry experience. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 2 more. Their firm serves 531,617 clients with $500B in assets under management.
Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
5669 advisors
IM Fee
Planning only
Assets Under Management
$501.0B
Fee Structure
Investment management only (planning not offered)
Hourly Rate:Up to $400/hr
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Location
2003 S. Easton Road, Suite 100, Doylestown, PA, 18901
Get directionsHistory
Regulatory History (2)
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Customer Dispute
June 2012Denied
Customer Dispute
October 2008Denied
Other Business Activities
Matthew is an adjunct professor at Delaware Valley College in the Graduate Studies College - MBA Programs. He dedicates a few hours per week to this activity.
Employment History
Current Registrations
Raymond James & Associates, INC.Broker
June 2019 - Present · 6 yrs 11 mos
Raymond James & Associates, INC.
June 2019 - Present · 6 yrs 11 mos
Raymond James & Associates, INC.
June 2019 - Present · 6 yrs 11 mos
Previous Registrations
Morgan Stanley
June 2009 - June 2019 · 10 yrs
Morgan StanleyBroker
June 2009 - June 2019 · 10 yrs
Morgan Stanley & CO. IncorporatedBroker
April 2007 - June 2009 · 2 yrs 2 mos
Morgan Stanley & CO. Incorporated
April 2007 - June 2009 · 2 yrs 2 mos
Morgan Stanley
August 2005 - April 2007 · 1 yr 8 mos
Morgan Stanley Dw INC.Broker
May 1999 - April 2007 · 7 yrs 11 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
February 1997 - May 1999 · 2 yrs 3 mos
State Registrations52 states
AKALARAZCACOCTDCDEFLGAHIIAIDILINKSKYLAMAMDMEMIMNMOMSMTNCNDNENHNJNMNVNYOHOKORPAPRRISCSDTNTXUTVAVTWAWIWVWY
AdvisorBrokerBoth
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams
No exam information available for this advisor.